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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 78 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 1,256.0 $237K 0.00% NEW $188.40 -23.7%
1542 DOCU DOCUSIGN INC COM Technology 5,317.0 $236K 0.00% -1K -20.4% $44.42 +40.2%
1543 GNOV FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER 5,630.0 $235K 0.00% -820.0 -12.7% $41.80 +1.6%
1544 STE STERIS PLC SHS USD Healthcare 1,117.0 $235K 0.00% -769.0 -40.8% $210.61 +11.9%
1545 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 24,717.0 $235K 0.00% NEW $9.51 -10.1%
1546 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 2,321.0 $235K 0.00% +200.0 +9.4% $101.10 +0.7%
1547 FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 1,137.0 $234K 0.00% -789.0 -41.0% $206.19 -11.2%
1548 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 614.0 $234K 0.00% NEW $380.37 -30.0%
1549 XME STATE STREET SPDR S&P METALS & MINING ETF 2,178.0 $233K 0.00% -114.0 -5.0% $106.94 +7.3%
1550 VOOV VANGUARD S&P 500 VALUE ETF 1,060.0 $232K 0.00% -151.0 -12.5% $219.18 +4.0%
1551 VIRTUS EQUITY & CONV INCM FD COM 8,594.0 $231K 0.00% NEW $26.86
1552 IXP ISHARES GLOBAL COMM SERVICES ETF 2,044.0 $231K 0.00% +127.0 +6.6% $112.87 +2.5%
1553 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,058.0 $230K 0.00% +32.0 +0.6% $45.52 +23.6%
1554 AZO AUTOZONE INC COM Consumer Cyclical 72.0 $230K 0.00% -1K -93.4% $3195.94 -7.3%
1555 SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF 6,406.0 $230K 0.00% -4K -39.1% $35.87 +1.1%
1556 EE EXCELERATE ENERGY INC CL A COM Utilities 6,037.0 $229K 0.00% NEW $37.99 +3.6%
1557 GL GLOBE LIFE INC COM Financial Services 1,284.0 $229K 0.00% NEW $178.61 -4.5%
1558 CW CURTISS WRIGHT CORP COM Industrials 301.0 $228K 0.00% NEW $757.82 -14.5%
1559 EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 4,270.0 $227K 0.00% +162.0 +3.9% $53.27 +7.8%
1560 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 6,684.0 $227K 0.00% -4K -36.1% $34.00 +3.8%
Page 78 of 89  ·  1,765 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%